Parts List (Tables) – Past and Present                                    © Siemens AG 2011. All Rights Reserved.
Speaker Bio: Ricky Black  Background:       Product Manager - Solid Edge Draft from 2002       Nearing 30 years of expe...
Executive Summary  Today’s Topics:       New Table Architecture       Table Styles       Parts List Properties  Key T...
New Table Architecture  What version of Solid Edge are you using now?  Why the changes to tables?    Prior to V19 each ...
New Table Architecture – Common UI    Same tabs for tables – Bend Table and Parts ListSolid Edge. Design better.   #ST4Ev...
Tables – Progress    All new tables will be based on the new table architecture.       V19 – User Defined Table and Bend...
Tables – Styles    Prior to V19 all table display properties     were part of the table properties and     table saved se...
Tables – Styles    Table Styles work like dimension     styles.       Table Styles are template based.       Click on t...
Tables – Styles (continued)    Different table types may have unique     table styles.       Parts List may be different...
Table Style Reuse (Example)    One Table Style       Multiple Table Types          Parts List          Bend Table     ...
Table Styles – Modify/Create       You modify/create table styles with        the Styles dialog.       Click on Table in...
Table Styles – Components – Lines       Lines          Control components of the grid            Color            Line...
Table Styles – Components – Text       3 basic Table Text components          Display Style specified           separate...
Table Styles – Components – Text       Table style does not hold text        characteristics (font, bold, size, etc.).   ...
Table Styles – Components – Text       Text Style Creation          New or Modify       Local Access to          Creat...
Table Styles – Components       Create New Text Styles          3 Basic Text Components          Use combo boxes for se...
Table Styles and Saved Settings    Table styles do not maintain the     properties of the table.    The properties of a ...
Table Styles and Saved Settings    Important Note!!!    Parts List - Saved Settings prior to     ST2 may not give the sa...
Table Titles    Back by popular request – ST4!!!       Title Text Style – Default for all titles       Local overrides ...
Column Definition  Uses Property Text     Locate the Property to add.     Click the Add Column button.     Column is a...
Column Definition  Title can be overridden     Prior to the new tables, it was      always the derived property name.Sol...
Column Definition  Multiple property text values in the   same column     Click on property to add.     Click on Add Pr...
Column Definition  Fixed row height     Standards based  Text height is independentSolid Edge. Design better.   #ST4Eve...
Column Definition  Headers     Show two rowsSolid Edge. Design better.   #ST4Event   © Siemens AG 2011. All Rights Reser...
Column Definition  Headers     Merge with next headerSolid Edge. Design better.   #ST4Event   © Siemens AG 2011. All Rig...
Column Definition  Headers     Format Cells  Orientation  Adjust text to column   widthSolid Edge. Design better.   #S...
Column Definition  Data     Format Cells     Same dialog as header format     Indent any column by assembly      struc...
Column Definition  Other column features you may not know     Hide column without deleting it.     Sort on hidden colum...
Data  Local cell formatting     Click on cells to enable the optionsSolid Edge. Design better.   #ST4Event       © Sieme...
Data  Local cell formatting     Font – Arial     Bold     UnderlinedSolid Edge. Design better.   #ST4Event   © Siemens...
Data  Allow Cell Overrides     Override any data cell.     Override is user defined text.  Clear Cell OverridesSolid E...
Data  Allow Cell Overrides     Text has been changed.Solid Edge. Design better.   #ST4Event   © Siemens AG 2011. All Rig...
Data  Insert Blank Rows     Disabled for Exploded Parts      List     Beware of sortingSolid Edge. Design better.   #ST...
Data  Convert deleted parts into   user-defined rows     Becomes user-defined text     No longer associativeSolid Edge....
Sorting  Assembly OrderSolid Edge. Design better.   #ST4Event   © Siemens AG 2011. All Rights Reserved.Page 35           ...
Parts List – Options  Assembly generated item   numbers     Unifies item numbering       Assembly reports       Doc Ma...
Assembly Item Numbers  Assembly generated item   numbers     Assembly Solid Edge      Options – Item Numbers     Option...
Assembly Item Numbers  Assembly generated item   numbers     Assembly Occurrence      Properties – Item Numbers     Man...
Parts List – Options  Fine tune pipe and frame   member uniqueness.     Cut Length     Mass     MiterSolid Edge. Desig...
Parts List – Options  Total Length or Cut Length     Controlled by the check box     Not controlled by column      defi...
Parts List – Options  Total Length or Cut Length     How can you have both      defined and switch between      the two?...
Parts List – Item Numbers  Edit item numbers in the parts   list     UI helps you maintain unique      numbers  Level b...
Parts List – List Control  Exploded parts list     Shows the assembly      structure     Includes the sub assembliesSol...
Parts List – List Control  Exploded parts list     Exclude options are disabled     Working on resolving thisSolid Edge...
Parts List – List Control  Level based item numbersSolid Edge. Design better.   #ST4Event   © Siemens AG 2011. All Rights...
Parts List – List Control  Show top level assembly     Mass display is rolled up      through the assembly     This is ...
Parts List – List Control  Configuration     Control include/excludeSolid Edge. Design better.   #ST4Event   © Siemens A...
Parts List – List Control  Include options confusion!!!Solid Edge. Design better.   #ST4Event   © Siemens AG 2011. All Ri...
Parts List – List Control  Include options confusion!!!           ST3 and After     Options did not change     Only the...
Parts List – Auto-Balloon  Occurrences to balloon  Auto-stack fastener system   balloonsSolid Edge. Design better.   #ST...
Conclusions  Much work has been done on tables over the last few releases.  Many customer requests have been put into Pa...
Parts List DEMO!!!Solid Edge. Design better.   #ST4Event   © Siemens AG 2011. All Rights Reserved.Page 52                 ...
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Solid Edge ST4 Event: Session 222 Customizing Parts Lists in Solid Edge by Ricky Black

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This session will discuss the direction of Parts List and tables enhancements over the past few releases. We will discuss the use of the Table Style to customize the appearance of tables. We will also look at the parts list properties and their use to fully customize your parts list.

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Solid Edge ST4 Event: Session 222 Customizing Parts Lists in Solid Edge by Ricky Black

  1. 1. Parts List (Tables) – Past and Present © Siemens AG 2011. All Rights Reserved.
  2. 2. Speaker Bio: Ricky Black  Background:  Product Manager - Solid Edge Draft from 2002  Nearing 30 years of experience in manufacturing and mechanical CAD  Machinist and CNC programmer  Solid Edge Draft software development team from the beginning of Solid Edge  Areas of Expertise:  Manufacturing - Drawings  Personal interests:  Boating/FishingSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 2 Siemens PLM Software
  3. 3. Executive Summary  Today’s Topics:  New Table Architecture  Table Styles  Parts List Properties  Key Takeaways:  Parts List improvements – What you need to knowSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 3 Siemens PLM Software
  4. 4. New Table Architecture  What version of Solid Edge are you using now?  Why the changes to tables?  Prior to V19 each table had its own architecture.  Code was duplicated for each table type.  User interface (UI) was duplicated for each table type.  It was difficult to make common enhancements.  V19 user defined table – This became the base architecture for all tables moving forward.  Share UI (properties)  Unify display  Unify override capability  Make it easier to create new table types – Many of the components already exist.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 4 Siemens PLM Software
  5. 5. New Table Architecture – Common UI  Same tabs for tables – Bend Table and Parts ListSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 5 Siemens PLM Software
  6. 6. Tables – Progress  All new tables will be based on the new table architecture.  V19 – User Defined Table and Bend Table  V20 – FOP (Family of Parts) Table  V?? – New table types based on table architecture  All existing tables will be migrated to the new architecture  ST2 – Parts List – multi release effort  Parts list was at a dead end under the old architecture.  It was difficult to make major enhancements.  Parts List was a major driving force for the architectural changes.  ST?? – Hole Table  Hole table will be migrated to the new table architecture.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 6 Siemens PLM Software
  7. 7. Tables – Styles  Prior to V19 all table display properties were part of the table properties and table saved settings.  Good  Everything for each table was in one place.  Bad  No shared display control between tables or table types  Table Styles controls the general display of tables.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 7 Siemens PLM Software
  8. 8. Tables – Styles  Table Styles work like dimension styles.  Table Styles are template based.  Click on the Styles button.  Table Styles are shared among different table types.  One table style fits all tables.  For example, Parts List and Bend Table may share the same table style for common display control.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 8 Siemens PLM Software
  9. 9. Tables – Styles (continued)  Different table types may have unique table styles.  Parts List may be different than Bend Table.  Create different styles for the different table types.  Create many styles for each table type (different suppliers).  Think of this like standards for dimensions (ISO, ANSI, DIN, etc.)  Use Style Organizer to manage styles across documents.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 9 Siemens PLM Software
  10. 10. Table Style Reuse (Example)  One Table Style  Multiple Table Types  Parts List  Bend Table  Etc.  Shared or common appearance among table typesSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 10 Siemens PLM Software
  11. 11. Table Styles – Modify/Create  You modify/create table styles with the Styles dialog.  Click on Table in the „Style type‟ list.  There is only one table style „Normal‟ delivered by default.  Click on Modify to edit the „Normal‟ style.  Click on New to create a new style based on „Normal‟.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 11 Siemens PLM Software
  12. 12. Table Styles – Components – Lines  Lines  Control components of the grid  Color  Line Type  Thickness (Width)Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 12 Siemens PLM Software
  13. 13. Table Styles – Components – Text  3 basic Table Text components  Display Style specified separately  Important to understanding table style  Title Text  Many Titles – Same Text Style  Column Header Text  Many Headers – Same Text Style  Data Text  Many Data Cells – Same Text StyleSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 13 Siemens PLM Software
  14. 14. Table Styles – Components – Text  Table style does not hold text characteristics (font, bold, size, etc.).  Why duplicate what is already defined in a text style?  3 Text Style References  Title Text  Column Header Text  Data Text  Confusion about text styles???  Templates have only one text style by default.  “Normal”  All the text is the same.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 14 Siemens PLM Software
  15. 15. Table Styles – Components – Text  Text Style Creation  New or Modify  Local Access to  Create new text style  Modify existing text style  Shortcut to  Text Style – New or ModifySolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 15 Siemens PLM Software
  16. 16. Table Styles – Components  Create New Text Styles  3 Basic Text Components  Use combo boxes for selection.  Title Text – My Title  Large font  Bold  Header Text – My Header  Small font  Bold  Data Text – My Data  Small font  ItalicsSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 16 Siemens PLM Software
  17. 17. Table Styles and Saved Settings  Table styles do not maintain the properties of the table.  The properties of a table are still maintained in saved settings.  The overall control must be done with both Table Styles and Saved Settings.  Adds some complexity, but gives greater flexibilitySolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 17 Siemens PLM Software
  18. 18. Table Styles and Saved Settings  Important Note!!!  Parts List - Saved Settings prior to ST2 may not give the same results in ST2 and after.  The Parts List properties must be updated and saved again.  There are too many new properties to rely on the old Saved Settings.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 18 Siemens PLM Software
  19. 19. Table Titles  Back by popular request – ST4!!!  Title Text Style – Default for all titles  Local overrides – Override the Text Style  Saved in Saved Settings  Don‟t forget multiple titles.  Hide a title without deleting it  Predefine multiple titles  Set „Position‟ – Neither  Adjust text to title width  Apply buttonSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 19 Siemens PLM Software
  20. 20. Column Definition  Uses Property Text  Locate the Property to add.  Click the Add Column button.  Column is added to the top list.  User Defined – Top of property listSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 20 Siemens PLM Software
  21. 21. Column Definition  Title can be overridden  Prior to the new tables, it was always the derived property name.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 21 Siemens PLM Software
  22. 22. Column Definition  Multiple property text values in the same column  Click on property to add.  Click on Add Property.  This is not a formula.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 22 Siemens PLM Software
  23. 23. Column Definition  Fixed row height  Standards based  Text height is independentSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 23 Siemens PLM Software
  24. 24. Column Definition  Headers  Show two rowsSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 24 Siemens PLM Software
  25. 25. Column Definition  Headers  Merge with next headerSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 25 Siemens PLM Software
  26. 26. Column Definition  Headers  Format Cells  Orientation  Adjust text to column widthSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 26 Siemens PLM Software
  27. 27. Column Definition  Data  Format Cells  Same dialog as header format  Indent any column by assembly structureSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 27 Siemens PLM Software
  28. 28. Column Definition  Other column features you may not know  Hide column without deleting it.  Sort on hidden column.  Adjust column widths with graphic handles.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 28 Siemens PLM Software
  29. 29. Data  Local cell formatting  Click on cells to enable the optionsSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 29 Siemens PLM Software
  30. 30. Data  Local cell formatting  Font – Arial  Bold  UnderlinedSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 30 Siemens PLM Software
  31. 31. Data  Allow Cell Overrides  Override any data cell.  Override is user defined text.  Clear Cell OverridesSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 31 Siemens PLM Software
  32. 32. Data  Allow Cell Overrides  Text has been changed.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 32 Siemens PLM Software
  33. 33. Data  Insert Blank Rows  Disabled for Exploded Parts List  Beware of sortingSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 33 Siemens PLM Software
  34. 34. Data  Convert deleted parts into user-defined rows  Becomes user-defined text  No longer associativeSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 34 Siemens PLM Software
  35. 35. Sorting  Assembly OrderSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 35 Siemens PLM Software
  36. 36. Parts List – Options  Assembly generated item numbers  Unifies item numbering  Assembly reports  Doc ManagementSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 36 Siemens PLM Software
  37. 37. Assembly Item Numbers  Assembly generated item numbers  Assembly Solid Edge Options – Item Numbers  Options are common to Parts List options.  Numbers are generated relative to the top level assembly.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 37 Siemens PLM Software
  38. 38. Assembly Item Numbers  Assembly generated item numbers  Assembly Occurrence Properties – Item Numbers  Manual overrides  Number Collision CheckingSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 38 Siemens PLM Software
  39. 39. Parts List – Options  Fine tune pipe and frame member uniqueness.  Cut Length  Mass  MiterSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 39 Siemens PLM Software
  40. 40. Parts List – Options  Total Length or Cut Length  Controlled by the check box  Not controlled by column definitionsSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 40 Siemens PLM Software
  41. 41. Parts List – Options  Total Length or Cut Length  How can you have both defined and switch between the two?Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 41 Siemens PLM Software
  42. 42. Parts List – Item Numbers  Edit item numbers in the parts list  UI helps you maintain unique numbers  Level based item numbersSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 42 Siemens PLM Software
  43. 43. Parts List – List Control  Exploded parts list  Shows the assembly structure  Includes the sub assembliesSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 43 Siemens PLM Software
  44. 44. Parts List – List Control  Exploded parts list  Exclude options are disabled  Working on resolving thisSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 44 Siemens PLM Software
  45. 45. Parts List – List Control  Level based item numbersSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 45 Siemens PLM Software
  46. 46. Parts List – List Control  Show top level assembly  Mass display is rolled up through the assembly  This is the mass relative to the parts listSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 46 Siemens PLM Software
  47. 47. Parts List – List Control  Configuration  Control include/excludeSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 47 Siemens PLM Software
  48. 48. Parts List – List Control  Include options confusion!!!Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 48 Siemens PLM Software
  49. 49. Parts List – List Control  Include options confusion!!! ST3 and After  Options did not change  Only the labels changed  Parts lists are NOT associative to a drawing view.  Drawing view selection only identifies the assembly. ST2 and Before  Parts list is relative to ALL drawing views of that assembly.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 49 Siemens PLM Software
  50. 50. Parts List – Auto-Balloon  Occurrences to balloon  Auto-stack fastener system balloonsSolid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 50 Siemens PLM Software
  51. 51. Conclusions  Much work has been done on tables over the last few releases.  Many customer requests have been put into Parts List.  Still have work to do.Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 51 Siemens PLM Software
  52. 52. Parts List DEMO!!!Solid Edge. Design better. #ST4Event © Siemens AG 2011. All Rights Reserved.Page 52 Siemens PLM Software

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